See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,303 | $202,318-51.9% | $172,739-43.7% | $152,861-36.3% |
| Participation rate | 85.0% | 87.1%-2.1pp | 82.6%+2.4pp | 82.4%+2.6pp |
| Annual return | 24.96% | 1029.65%-1004.7pp | 802.84%-777.9pp | 345.32%-320.4pp |
| Employer contribution / active EE | $2,380 | $5,856-59.4% | $5,143-53.7% | $4,762-50.0% |
| Participant deferral / active EE | $7,678 | $5,948+29.1% | $5,198+47.7% | $5,850+31.2% |
| Admin fee / account holder | $3,430 | $17,109-80.0% | $13,954-75.4% | $11,596-70.4% |